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Financial Advisor February 2005 Raymond Fazzi	A Late Inning Comeback Forget predictions, trends and momentum. Trying to predict the stock market of 2004 would have been impossible. A fourth-quarter rally saved the year for mutual funds. Even REITs, which some were expecting to run out of steam, finished at the top.
Financial Advisor April 2005 Raymond Fazzi	Stunted Growth Still-rattled investors crowd onto the value bandwagon.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
Financial Planning January 1, 2007 Donald Jay Korn	Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
Financial Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
Financial Planning December 1, 2005 Donald Jay Korn	Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
BusinessWeek December 20, 2007	Where to Put Your Cash in 2008 Here's the best advice of seven stock market analysts.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
Financial Advisor January 2005 Alyn Ackermann	International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.
Financial Advisor December 2006 Raymond Fazzi	Flying Blind Money managers find themselves vexed about the U.S. economy's direction.
BusinessWeek May 24, 2004 Marcia Vickers	The Funk On The Street Sure, the economy looks strong. But Iraq, high oil prices, and looming rate hikes are weighing down the market
Financial Advisor February 2007 Marla Brill	Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely.
Real Estate Portfolio Jul/Aug 2004 Christopher M. Wright	Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
The Motley Fool July 16, 2007 Amanda B. Kish	Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Financial Advisor October 2005 Raymond Fazzi	Small Caps Look To Extend Streak Performing like Wall Street's version of The Little Engine That Could, small-cap equities are in a neck-and-neck race to outperform the large-cap sector for the sixth straight year.
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
Financial Advisor October 2008 Jeff Schlegel	Small-Cap Surprise This was supposed to be the year of the large-cap stock. A weak U.S. economy in the throes of a wholesale financial quagmire should have spelled trouble for small caps with their mostly domestic focus. Oh well, so much for predictions.
Financial Advisor August 2004 Alan Lavine	Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic.
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
Financial Planning May 1, 2006 Elizabeth O'Brien	Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good?
Financial Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
Financial Advisor December 2005 Eric L. Reiner	Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006.
Financial Advisor October 2004 Dorothy Hinchcliff	Stepping Cautiously In The Bond Market Experts expect interest rates to rise, and are carefully assessing options.
Financial Advisor May 2006 Raymond Fazzi	The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts.
BusinessWeek July 4, 2005 Aaron Pressman	Option Income Funds: Watch Out Option income funds, which hold stocks and sell call options against them, offer payouts that are generous in these low-yield times, but the risks are great.
Investment Advisor January 2006 Kathleen M. McBride	Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional.
BusinessWeek April 12, 2004 Lauren Young	Where Investors Hunt For Refuge As the bull struggles, they're playing it safer at home -- and investing more abroad. A look at where the money is flowing to, and the outlook from some mutual fund managers.
Investment Advisor January 2007	Happy New Year Our market strategy panelists see a slowing but healthy economy and market.
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
Financial Advisor February 2008 Alan Lavine	Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market.
Financial Advisor March 2006 Jeff Schlegel	Waiting For Life In Large Caps History and valuations offer compelling reasons to expect a resurrection in large-cap stocks, say fund managers and financial strategists.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
Financial Advisor December 2003 Tracey Longo	Investment Outlook Where the best and brightest see things headed in 2004.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
Real Estate Portfolio Nov/Dec 2004 Art Gering	A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio.
Financial Planning July 1, 2005 Donald Jay Korn	How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image.
CFO August 1, 2003 Randy Myers	Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments.
BusinessWeek May 21, 2007 Maria Bartiromo	Can The Market Stay This Hot? Chris Ailman talks about where equities are heading and what the pros are thinking.
Investment Advisor October 2005 Ben Warwick	The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market.
Financial Advisor May 2005 Marla Brill	Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy.
Investment Advisor January 2006 Robert F. Keane	Mostly Sunny or Partly Cloudy The economic climate for 2006 looks fair and mild, but a few forecasters see storm clouds on the horizon.
Financial Advisor October 2012 Michelle Knight	A Great Reallocation? The long predicted shift from bonds to equities could finally happen.
Real Estate Portfolio Mar/Apr 2003	REITs Three-Peat For the third consecutive year, real estate stocks outperformed most other benchmarks.
The Motley Fool July 30, 2007 Amanda B. Kish	Danger: Slowing Returns Ahead There's little doubt that the past five years have been good to investors. Don't look now, but a gray cloud of slower returns may be appearing on the horizon.